Financial Management for Non-Financial Managers

The seminar for AEC professionals who want to better understand their financial metrics and turn them into actionable plans

Solid financial management is crucial to the success of any company, and firms in the A/E/C industry are no exception. This course aims to provide an overview of business financial management specifically tailored to our industry to help firm leaders make informed decisions. Topics covered include interpreting financial statements, key performance metrics, benchmarking and predictive cash flow management, and how strategic decisions drive the value of the firm.
FINANCIAL MANAGEMENT FOR NON-FINANCIAL MANAGERS is a one-day seminar that was specifically developed to help design and technical professionals become more comfortable dealing with financial management and accounting. This course helps attendees become better stewards of the company’s resources and to better understand how to leverage resources and maximize profit.


Program Date and Location:  No upcoming dates and locations. To be notified of future dates or an in-house consultation, please enter your information and in comment box add: Financial Management seminar
For immediate assistance, call our customer support team at 1 800 466 6275.


What attendees will learn from this program:

  • What the fast-growth and high-profit firms do differently in terms of spending, organization, and operations
  • Strategic cash flow tips for cash management.
  • How to use benchmarking data to guide firm-wide results
  • An understanding of the key performance metrics essential to your firm
  • Backlog, pipeline, and cash flow reporting methods
  • An understanding of what drives the value of the firm
  • The basics and benefits of open book management
  • Key financial statements, and what they demonstrate
  • An understanding of the difference in cash and accrual accounting
  • How to read and interpret an income statement and balance sheet

Who should attend:

Anyone who wants to learn how the best people manage finances in an architecture, engineering, planning, or environmental firm. Any design or technical professional who is in a role of financial management or responsibility and wants to gain a better understanding of the financial factors affecting design industry firms.

DON’T TAKE OUR WORD FOR IT. HERE’S WHAT PAST ATTENDEES HAVE SAID ABOUT THE SEMINAR:

“Our biggest challenge is ‘knowing what we should know’ about the numbers, and this seminar was great!”

“This seminar helped me figure out what to share with my direct reports so we can all act like the owners of the company.”

“I will certainly benefit from the seminar with a better understanding of the business. Your very knowledgeable instruction and insights were very educational and interesting.”

“This seminar taught me that we need to be talking about the future, not focusing on post-mortem analysis of past performance!”


Great continuing education credits!

zweig, smps, education, credits, PDH, CEU, AIA, continuing education

Attendees of Financial Management for Non-Financial Managers can earn 4.5 PDH / CEUs. Zweig Group seminars are eligible for Professional Development Hours credits and Continuing Education Units. All attendees receive a certificate of completion indicating the number of hours earned during each seminar.

Zweig Group is a registered provider with the American Institute of Architects.


About the Presenter

Jamie Kiser, M&A, JC, Consulting, Acquisition, Buying a firm, Continuing education, Customized training, Mergers, Financial management, FM training FM, Ownership transition, Jamie Claire Kiser, Strategic plan, Sales, Selling a firm, Strategic planning, Strategy, Jamie Claire Kiser
Director of Consulting and Mergers & Acquisitions, Zweig Group

Jamie Claire Kiser is the Zweig Group’s Director of M&A Services. She is experienced in financial analysis, evaluating transactions, and providing clear solutions to the financial needs of businesses. Prior to joining the Zweig Group, Jamie Claire worked in commercial banking, managing the bank’s credit department. She has transactional experience with businesses in all stages, from new firms with growth needs to established firms seeking to wind down.

She holds a Masters of Business Administration, Juris Doctor, and Bachelors of Arts in History, all from the University of Arkansas. Jamie Claire is a licensed attorney with prior experience in law. Jamie Claire’s business education and experience combined with her understanding of law makes her a tremendous resource for those involved in merger or acquisition transactions. In 2014, Jamie Claire was recognized by Northwest Arkansas Business Journal as a member of the “Fast 15” for her business and leadership accomplishments.

Jamie Claire’s unique credentials in both finance and law allow her to provide comprehensive support to Zweig Group’s M&A clients from start-to-finish of a transaction.

 

 

For additional information about these seminars or any other event, please contact Zweig Group Training at 800.466.6275 or events@zweiggroup.com.


Refund Policy

For cancellations received at least 15 days prior to program date, Zweig Group will issue a full refund. For cancellations received between 14 days and 4 days prior to program date, Zweig Group will issue credit toward any future training event. Credits are valid for 6 months from issue date. For cancellations received 3 days or less before a program date, no refunds or credits will be issued. Refunds or credits will not be issued for “no-shows.” Registrants may choose another event or substitute and attendee without penalty at any time. Contact events@zweiggroup.com for additional information.